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AMUB vs FTBD

Comparison between UBS AG London Branch (AMUB, ETF) and FIDELITY TACTICAL BOND ETF (FTBD, ETF).

AMUB vs FTBD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AMUB
$37M
Winner
FTBD
$37M
Expense Ratio
AMUB
0.80%
Winner
FTBD
0.55%
Max Drawdown
AMUB
79.46%
Winner
FTBD
9.88%
Sharpe Ratio
Winner
AMUB
0.82
FTBD
0.55
5Y Beta
AMUB
0.49
Winner
FTBD
0.08

AMUB vs FTBD - Historical Returns

Returns include dividend reinvestment.

1M
AMUB
-7.60%
Winner
FTBD
+1.41%
3M
AMUB
-0.84%
Winner
FTBD
+0.97%
6M
Winner
AMUB
+12.28%
FTBD
+1.64%
1Y
Winner
AMUB
+11.75%
FTBD
+6.38%
5Y(CAGR)
AMUB
+10.39%
FTBD
N/A
10Y(CAGR)
AMUB
+2.74%
FTBD
N/A
Max(CAGR)
AMUB
-0.25%
Winner
FTBD
+4.47%

AMUB vs FTBD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearAMUBFTBD
2026+12.57%+1.58%
2025+0.55%+8.34%
2024+15.68%+2.34%
2023+18.77%+3.72%
2022+18.38%N/A
2021+29.70%N/A
2020-37.22%N/A
2019-3.23%N/A
2018-19.25%N/A
2017-13.07%N/A
2016+22.92%N/A
2015-26.44%N/A

AMUB vs FTBD Drawdown Comparison

The maximum drawdown for AMUB was -79.46%, occurring on Mar 18, 2020. Recovery took 2626 trading sessions.

The maximum drawdown for FTBD was -6.98%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.

The current AMUB drawdown is -8.97%. The current FTBD drawdown is -0.77%.

RankAMUBFTBD
#1-79.46%
Oct 9, 2015 - Mar 23, 2026
-6.98%
Feb 2, 2023 - Dec 6, 2023
#2-8.97%
May 19, 2026 - Jun 15, 2026
-4.94%
Sep 16, 2024 - Jun 24, 2025
#3-5.70%
Mar 26, 2026 - Apr 30, 2026
-3.80%
Dec 27, 2023 - Jun 18, 2024
#4-2.43%
Apr 30, 2026 - May 12, 2026
-2.98%
Feb 27, 2026 - Mar 27, 2026
#5-0.63%
Mar 24, 2026 - Mar 26, 2026
-1.52%
Jun 18, 2024 - Jul 5, 2024
#6N/A-1.21%
Jul 1, 2025 - Jul 29, 2025
#7N/A-1.18%
Oct 28, 2025 - Jan 14, 2026
#8N/A-1.09%
Aug 2, 2024 - Aug 14, 2024
#9N/A-1.07%
Jul 17, 2024 - Jul 31, 2024
#10N/A-0.83%
Sep 16, 2025 - Oct 14, 2025
#11N/A-0.75%
Aug 13, 2025 - Aug 28, 2025
#12N/A-0.61%
Dec 7, 2023 - Dec 13, 2023
#13N/A-0.57%
Aug 21, 2024 - Sep 4, 2024
#14N/A-0.52%
Jan 15, 2026 - Jan 26, 2026
#15N/A-0.45%
Aug 14, 2024 - Aug 19, 2024

Correlation

Correlation between AMUB and FTBD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

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